Senior Financial Advisor - Wealth & Retirement Planner
World Insurance As
A national financial services firm is seeking a Senior Financial Advisor to deliver comprehensive financial planning and investment management services to clients. Responsibilities include developing personalized financial plans and managing client investment portfolios. Ideal candidates will have a bachelor's degree in finance or related fields, 5-10 years of client-facing experience, and preferably a CFP® designation. This role offers a collaborative and supportive work environment, focusing on professional growth and client service. #J-18808-Ljbffr World Insurance As
Vacancy posted 3 days ago
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